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Wealth Advisors from Clarfeld | Citizens Private Wealth™ work with high-net-worth clients and multi-family offices with more than $3 million in investable assets. As wealth grows so do the complexities around managing, preserving and passing it on. So we support our clients by providing planning and guidance in all aspects of their financial lives, from evaluating present cash flow needs, financial planning and tax minimization strategies to trust advisory services and charitable giving advisement. Our core focus is to maximize long-term investment returns and safeguard all that is important to the integrity and foundation of each family.
LOCATIONS
- Citizens, MilfordGet Directions407 W Harford StMilford
, Pennsylvania 18337US - Citizens, RosetreeGet Directions2 E Baltimore AveMedia
, Pennsylvania 19063US - Citizens Supermarket Branch, Roaring Spring Giant EagleGet Directions510 Marwalt LnRoaring Spring
, Pennsylvania 16673US - Citizens, Lower CollegeGet Directions214 East College AveState College
, Pennsylvania 16801US - Citizens, North HillsGet Directions1826 N Atherton StState College
, Pennsylvania 16803US - Citizens, South HillsGet Directions1900 South Atherton StreetState College
, Pennsylvania 16801US - Citizens, BurnhamGet Directions308 N Logan BlvdBurnham
, Pennsylvania 17009US - Citizens, Camp Hill HamdenGet Directions4101 Carlisle PikeCamp Hill
, Pennsylvania 17011US - Citizens, MechanicsburgGet Directions2 W Main StMechanicsburg
, Pennsylvania 17055US - Citizens, Shippensburg WestGet Directions153 West Orange StreetShippensburg
, Pennsylvania 17257US - Citizens, HarrisburgGet Directions2005 Linglestown RdHarrisburg
, Pennsylvania 17110US - Citizens, MiddletownGet Directions100 S Union StMiddletown
, Pennsylvania 17057US - Citizens, HarrisburgGet Directions5999 Allentown BlvdHarrisburg
, Pennsylvania 17112US - Citizens, Union Deposit MallGet Directions4271 Union Deposit RdHarrisburg
, Pennsylvania 17111US - Citizens, CentervilleGet Directions600 Centerville RdLancaster
, Pennsylvania 17601US - Citizens Supermarket Branch, Elizabethtown GiantGet Directions1278 S Market StElizabethtown
, Pennsylvania 17022US - Citizens, LititzGet Directions1 E Main StLititz
, Pennsylvania 17543US - Citizens Supermarket Branch, Altoona Giant EagleGet Directions181 Sophira LnAltoona
, Pennsylvania 16602US - Citizens, AltoonaGet Directions2035 Broad AveAltoona
, Pennsylvania 16601US - Citizens, West ChesterGet Directions1502 W Chester PikeWest Chester
, Pennsylvania 19382US - Citizens, Kennett SquareGet Directions345 Scarlett RdKennett Square
, Pennsylvania 19348US - Citizens, West GroveGet Directions106 W Evergreen StWest Grove
, Pennsylvania 19390US - Citizens, TannersvilleGet Directions2748 Rte 611Tannersville
, Pennsylvania 18372US - Citizens Supermarket Branch, Fairless Hills GiantGet Directions471 S Oxford Valley RdFairless Hills
, Pennsylvania 19030US - Citizens Supermarket Branch, Sinking Spring GiantGet Directions2643 Shillington RdSinking Spring
, Pennsylvania 19608US - Citizens, Greenwich StreetGet Directions628 Greenwich StReading
, Pennsylvania 19601US - Citizens, LancasterGet Directions830 Lancaster AveReading
, Pennsylvania 19607US - Citizens - Closed, CrosslandsGet Directions1660 E. Street Rd.Kennett Square
, Pennsylvania 19348US - Citizens - ClosedGet Directions1109 E. Baltimore PikeKennett Square
, Pennsylvania 19348US - Citizens, TempleGet Directions4950 Kutztown RdTemple
, Pennsylvania 19560US - Citizens - Closed, HeidelbergGet Directions4641 Penn AveSinking Spring
, Pennsylvania 19608US - Citizens, ExeterGet Directions4215 Perkiomen AveReading
, Pennsylvania 19606US - Citizens, WyomissingGet Directions70 Commerce DrWyomissing
, Pennsylvania 19610US - CitizensGet Directions168 N Flowers Mill Road Suite ASuite ALanghorne
, Pennsylvania 19047US - Citizens, Abington Shopping CenterGet Directions1142 Northern BlvdClarks Summit
, Pennsylvania 18411US - Citizens Supermarket Branch, Downington ACMEGet Directions3951 W Lancaster AveDowningtown
, Pennsylvania 19335US - Citizens, West GoshenGet Directions22 Turner LnWest Chester
, Pennsylvania 19380US - Citizens, BrookhavenGet Directions5001 Edgemont AveBrookhaven
, Pennsylvania 19015US - Citizens Supermarket Branch, Folsom ACMEGet Directions124 Morton AveFolsom
, Pennsylvania 19033US - Citizens, LimaGet Directions1055 W Baltimore PikeMedia
, Pennsylvania 19063US - Citizens, MacDade MallGet Directions2600 Macdade BlvdSuite 559Holmes
, Pennsylvania 19043US - Citizens Supermarket Branch, W Chester GiantGet Directions1393 Wilmington PikeWest Chester
, Pennsylvania 19382US - Citizens, Whitman PlazaGet Directions330 Oregon AvePhiladelphia
, Pennsylvania 19148US - Citizens, Manheim TownshipGet Directions1415 Lititz PikeLancaster
, Pennsylvania 17601US - Citizens, Willow GroveGet Directions2923 Willow St PikeWillow Street
, Pennsylvania 17584US - Citizens, DillsburgGet Directions4 S Baltimore StDillsburg
, Pennsylvania 17019US - Citizens, MarketGet Directions2990 E Market StYork
, Pennsylvania 17402US - Citizens, Crestwood PlazaGet Directions219 S Mountain BlvdMountain Top
, Pennsylvania 18707US - Citizens, DallasGet Directions15 Main StDallas
, Pennsylvania 18612US - Citizens, East EndGet Directions351 Kidder StWilkes Barre
, Pennsylvania 18702US - Citizens, Forty FortGet Directions983 Wyoming AveForty Fort
, Pennsylvania 18704US - Citizens, KingstonGet Directions196 S Wyoming AveKingston
, Pennsylvania 18704US - Citizens, NanticokeGet Directions75 N Market StNanticoke
, Pennsylvania 18634US - Citizens, West HazletonGet Directions40 W Broad StWest Hazleton
, Pennsylvania 18202US - Citizens, BrodheadsvilleGet Directions108 Erin LnBrodheadsville
, Pennsylvania 18322US - Citizens, StroudsburgGet Directions814 Main StStroudsburg
, Pennsylvania 18360US - CitizensGet Directions1700 Diagonal RdAlexandria
, Virginia 22314US - CitizensGet Directions4075 Wilson BoulevardArlington
, Virginia 22203US - CitizensGet Directions11670A Plaza America DriveReston
, Virginia 20190US - CitizensGet Directions7637 Old Georgetown RoadBethesda
, Maryland 20814US - CitizensGet Directions200C E Middle LaneRockville
, Maryland 20850US - CitizensGet Directions8252 Georgia AvenueSilver Spring
, Maryland 20910US - Citizens, MainGet Directions101 W Main StNorristown
, Pennsylvania 19401US - Citizens, TrappeGet Directions130 West Main StTrappe
, Pennsylvania 19426US - Citizens, TrooperGet Directions2753 West Main StNorristown
, Pennsylvania 19403US - Citizens, East Norriton CrossingGet Directions5 W Germantown PikeEast Norriton
, Pennsylvania 19401US - Citizens, AudubonGet Directions2806 Audubon Village DrNorristown
, Pennsylvania 19403US - Citizens, CastorGet Directions6537 Castor AvePhiladelphia
, Pennsylvania 19149US - Citizens, GlensideGet Directions139 S Easton RdGlenside
, Pennsylvania 19038US - Citizens, RittenhouseGet Directions1700 Walnut St.Philadelphia
, Pennsylvania 19103US - Citizens, ChesterbrookGet Directions500 Chesterbrook BlvdChesterbrook Village
, Pennsylvania 19087US - Citizens, SoudertonGet Directions705 Rte 113Souderton
, Pennsylvania 18964US - Citizens, RobbinsGet Directions6271 Frankford AvePhiladelphia
, Pennsylvania 19135US - Citizens Supermarket Branch, South Park TopsGet Directions6150 S Park AveHamburg
, New York 14075US - Citizens Supermarket Branch, Broomall GiantGet Directions2180 West Chester PikeBroomall
, Pennsylvania 19008US - Citizens Supermarket Branch, N Wales Giant EagleGet Directions1201 Knapp RdNorth Wales
, Pennsylvania 19454US - Citizens, Maple LawnGet Directions510 Kimberton RdPhoenixville
, Pennsylvania 19460US - Citizens Supermarket Branch, Blue Bell GiantGet Directions1760 Dekalb PikeBlue Bell
, Pennsylvania 19422US - Citizens Supermarket Branch, Norristown GiantGet Directions2668 Egypt RdNorristown
, Pennsylvania 19403US - Citizens Supermarket Branch, Pottstown GiantGet Directions180 Upland Square DrStowe
, Pennsylvania 19464US - Citizens Supermarket Branch, Port Richmond ThriftwayGet Directions2497 Aramingo AvePhiladelphia
, Pennsylvania 19125US - Citizens Supermarket Branch, Northeast ShopRiteGet Directions11000 Roosevelt BlvdPhiladelphia
, Pennsylvania 19116US - Citizens Supermarket Branch, Cottman PathmarkGet Directions2101-41 Cottman AvePhiladelphia
, Pennsylvania 19149US - Citizens Supermarket Branch, Warminster GiantGet Directions720-D W Street RdWarminster
, Pennsylvania 18974US - Citizens, North WalesGet Directions273 Dekalb PikeNorth Wales
, Pennsylvania 19454US - Citizens Supermarket Branch, Roosevelt ACMEGet Directions6601 Roosevelt BlvdPhiladelphia
, Pennsylvania 19149US - Citizens, Willow Grove Blair MillGet Directions3905 Welsh RdWillow Grove
, Pennsylvania 19090US - Citizens, Bryn MawrGet Directions733 W Lancaster AveBryn Mawr
, Pennsylvania 19010US - Citizens, StentonGet Directions6324 Stenton AvePhiladelphia
, Pennsylvania 19138US - Citizens, TorresdaleGet Directions9998 Frankford AvePhiladelphia
, Pennsylvania 19114US - Citizens, University CityGet Directions134 S 34th StPhiladelphia
, Pennsylvania 19104US - Citizens, 52ndGet Directions5129 Market StreetPhiladelphia
, Pennsylvania 19139US - Citizens, LionvilleGet Directions50 E Uwchlan AveExton
, Pennsylvania 19341US - Citizens, Roxborough MainGet Directions6052 Ridge AvePhiladelphia
, Pennsylvania 19128US - Citizens, ExtonGet Directions308 E Lincoln HwyExton
, Pennsylvania 19341US - Citizens Supermarket Branch, Exton GiantGet Directions141 E Swedesford RdExton
, Pennsylvania 19341US - Citizens, PaoliGet Directions1 West Lancaster AvenuePaoli
, Pennsylvania 19301US - Citizens Supermarket Branch, Paoli ACMEGet Directions39 Leopard RdPaoli
, Pennsylvania 19301US - Citizens Supermarket Branch, Phoenixville ACMEGet Directions785 Starr StPhoenixville
, Pennsylvania 19460US - Citizens, Lawrence Park Shopping CtrGet Directions1991 Sproul RdSuite 44Broomall
, Pennsylvania 19008US - Citizens, Newtown SquareGet Directions3514 W Chester PikeNewtown Square
, Pennsylvania 19073US - Citizens, Broad and WalnutGet Directions150 South Broad StreetPhiladelphia
, Pennsylvania 19102US - Citizens, BoulevardGet Directions9042 Roosevelt BoulevardPhiladelphia
, Pennsylvania 19115US - Citizens - Hunting Park, Broad & ErieGet Directions3921 North 5th StreetPhiladelphia
, Pennsylvania 19140US - Citizens, BustletonGet Directions10650 Bustleton AvePhiladelphia
, Pennsylvania 19116US - Citizens, LimerickGet Directions429 W Ridge PikeLimerick
, Pennsylvania 19468US - Citizens, CottmanGet Directions2014 Cottman AvePhiladelphia
, Pennsylvania 19149US - Citizens, Chestnut HillGet Directions8616 Germantown AvePhiladelphia
, Pennsylvania 19118US - CitizensGet Directions900 South StreetPhiladelphia
, Pennsylvania 19147US - Citizens, Franklin MillsGet Directions195 Franklin BlvdPhiladelphia
, Pennsylvania 19154US - Citizens, GermantownGet Directions5703 Germantown AvePhiladelphia
, Pennsylvania 19144US - Citizens, Haddington MallGet Directions5607 Vine StPhiladelphia
, Pennsylvania 19139US - Citizens, KrewstownGet Directions9353 Krewstown RdPhiladelphia
, Pennsylvania 19115US - Citizens, Lehigh AvenueGet Directions1025 W Lehigh AvePhiladelphia
, Pennsylvania 19133US - Citizens, LoganGet Directions4949 N Broad StPhiladelphia
, Pennsylvania 19141US - Citizens, Mayfair - TeesdaleGet Directions7327 Frankford AvePhiladelphia
, Pennsylvania 19136US - Citizens, 726 Market StreetGet Directions726 Market StreetPhiladelphia
, Pennsylvania 19106US - Citizens, Penn CenterGet Directions1515 Market StPhiladelphia
, Pennsylvania 19102US - Citizens, ConcordvilleGet Directions1071 Baltimore PikeGlen Mills
, Pennsylvania 19342US - Citizens, TowamencinGet Directions780 S Valley Forge RdLansdale
, Pennsylvania 19446US - Citizens, MilfordGet Directions610 N Dupont HwyMilford
, Delaware 19963US - CitizensGet Directions1401 I Street N.W.Suite 110Washington
, District Of Columbia 20005US - Citizens, DoverGet Directions779 North Dupont HighwayDover
, Delaware 19901US - Citizens, SmyrnaGet Directions7 West Glenwood AveSmyrna
, Delaware 19977US - Citizens, West DoverGet Directions1399 Forest AveDover
, Delaware 19904US - Citizens, Airport PlazaGet Directions130 N Dupont HwyNew Castle
, Delaware 19720US - Citizens, Chestnut Hill PlazaGet Directions40 Chestnut Hill PlazaNewark
, Delaware 19713US - Citizens, DupontGet Directions1422 N Dupont StWilmington
, Delaware 19806US - Citizens, Kirkwood PlazaGet Directions4435 Kirkwood HwyWilmington
, Delaware 19808US - Citizens, MarshGet Directions1620 Marsh RdWilmington
, Delaware 19803US - Citizens Supermarket Branch, Naamans ACMEGet Directions2098 Naamans RdWilmington
, Delaware 19810US - Citizens Supermarket Branch, Ogletown ACMEGet Directions1 University PlazaNewark
, Delaware 19702US - Citizens Supermarket Branch, Pike Creek ACMEGet Directions4720 Limestone RdWilmington
, Delaware 19808US - Citizens, 10th & MarketGet Directions919 N Market StWilmington
, Delaware 19801US - Citizens, SeafordGet Directions22870 Sussex HwySeaford
, Delaware 19973US - Citizens, Henlopen PlazaGet Directions34161 Citizen DriveLewes
, Delaware 19958US - Citizens Supermarket Branch, Middletown ACMEGet Directions460 E Main StMiddletown
, Delaware 19709US - Citizens Supermarket Branch, Hockessin ACMEGet Directions128 Lantana DrHockessin
, Delaware 19707US - Citizens Supermarket Branch, Suburban ACMEGet Directions100 Suburban DrNewark
, Delaware 19711US - Citizens Supermarket Branch, Bear ACMEGet Directions146 Fox Hunt DrBear
, Delaware 19701US
SERVICES AND SOLUTIONS
Financial Planning
Our Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.Insurance & Asset Planning
Protect your income stream and long-term plans from life's unexpected events with our insurance and asset protection strategies.Retirement Planning
Solutions to help you prepare for life after work, from long-term investment advice to health care strategies to insurance products, all based on your unique circumstances and individual goals.Investment Advice
Our highly skilled investment professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.Banking & Lending
When you face major expenses, our Advisors can help you decide whether your savings, a credit line, or a loan is your best payment option.Trust & Estate Planning
Assist with continuity planning and estate documentation as well as help to minimize estate taxes, maximize lifetime charitable giving and protect assets for future generations.Tax Planning
Our Advisors work with you to proactively identify tax planning opportunities and provide tax-efficient investment strategies.Multi-Family Office
Offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and private foundations.Charitable Giving
For individuals and families who want their philanthropy to continue for generations or are concerned with income tax minimization efficiency.Trust Advisory
For individuals and families who want corporate trustee services, inclusive of advisory and administration of all trust-related matters.Institutional Services
Our team of specialists engage with institutional investors to manage complex custodial arrangements and deliver comprehensive capabilities customized to meet your needs.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Wealth Management® can you help you reach your financial goals.
Find the Advisory solution that works best for you.